Marketing Operations Manager

📌 Core Information

🔹 Job Title: Marketing Operations Manager

🔹 Company: Marshall+Sterling Services Inc

🔹 Location: Poughkeepsie, New York

🔹 Job Type: On-site

🔹 Category: Marketing

🔹 Date Posted: April 10, 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Driving multi-channel marketing campaigns to generate leads, deepen client engagement, and increase brand awareness
• Championing marketing technology and AI innovation to streamline workflows and elevate campaign performance
• Tracking campaign performance and using insights to guide smarter decisions and drive growth
• Partnering with sales, service teams, and external vendors to align marketing strategies with business goals and client needs
• Ensuring all initiatives meet industry regulations while continuously looking for opportunities to innovate within the insurance and financial services space

ASSUMPTION: This role requires a strong understanding of marketing operations, campaign management, and data analysis. The ideal candidate will have experience working with marketing tools and platforms, as well as a familiarity with trends, compliance standards, and regulatory considerations in the insurance and financial services sectors.

📋 Key Responsibilities

✅ Develop, implement, and maintain multi-channel marketing campaigns (email, social media, web, print, sponsorships) that drive lead generation, deepen client engagement, and brand awareness

✅ Champion marketing technology and AI innovation by taking ownership of our marketing platforms—including CMS, CRM, automation platforms, analytics tools, and email software—to streamline workflows and elevate campaign performance

✅ Track campaign performance, uncover meaningful trends, and use those insights to guide smarter decisions and drive meaningful growth

✅ Partner with sales, service teams, and external vendors to align marketing strategies with business goals and client needs

✅ Ensure all initiatives meet industry regulations while continuously looking for opportunities to innovate within the insurance and financial services space

ASSUMPTION: The Marketing Operations Manager will be responsible for the end-to-end management of marketing campaigns, from planning and execution to analysis and optimization. They will work closely with various teams to ensure marketing efforts support business objectives and comply with industry regulations.

🎯 Required Qualifications

Education: Bachelor’s degree in Marketing, Business, or a related field

Experience: Minimum of 5 years of experience in marketing and communications operations, ideally within the insurance, financial services, or a related industry

Required Skills:

• Proficiency with key marketing tools and platforms, including Salesforce (marketing automation), WordPress (content management), Emma (email marketing), and Google Analytics (data visualization)
• Strong project management capabilities, with hands-on experience using tools such as Asana and Mojo to plan, coordinate, and execute marketing initiatives
• Familiarity with current trends, compliance standards, and regulatory considerations in the insurance and financial services sectors

Preferred Skills:

• Experience using graphic design software such as Canva and Adobe Creative Suite
• Excellent writing, editing, and proofreading skills
• A strong understanding of lead generation, customer acquisition, and retention strategies

ASSUMPTION: While the required skills are essential for this role, candidates with preferred skills may have an advantage in the application process. These skills can help the Marketing Operations Manager excel in their position and contribute to the company's success.

💰 Compensation & Benefits

Salary Range: $75,000 - $100,000 per year, based on experience and education

Benefits:

• Medical, Dental, Vision
• 401(k) with match
• Generous Paid Time Off (PTO)
• Thirteen paid holidays
• Company-paid life insurance for you and your dependents
• Employee assistance fund and programs
• Wellness perks

Working Hours: Full-time, 40 hours per week

ASSUMPTION: The salary range provided is an estimate based on industry standards for a Marketing Operations Manager with 5-10 years of experience. The benefits listed are a comprehensive package designed to support the well-being and growth of employees.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance

Company Size: 501-1,000 employees

Founded: 1864

Company Description:

• Marshall+Sterling helps clients analyze and assess their risk, delivering custom solutions to help businesses and individuals Secure Success
• The company is committed to understanding clients’ needs and finding tailored solutions to help them navigate risk with confidence
• Founded in 1864, Marshall+Sterling is a leading broker for all lines of business and personal insurance and provides employee benefits and wealth management and retirement planning services

Company Specialties:

• Commercial Insurance
• Personal Insurance
• Employee Group Benefits
• Risk Management
• Specialty Risks - Including Bonds
• Life Insurance
• Loss Control
• Equine Insurance
• and Wealth Management

Company Website: https://marshallsterling.com/

ASSUMPTION: Marshall+Sterling is a well-established insurance company with a broad range of specialties. The company's commitment to understanding clients' needs and providing tailored solutions sets it apart in the industry.

📊 Role Analysis

Career Level: Mid-level

Reporting Structure: This role may report to the Marketing Director or a similar position

Work Arrangement: On-site, full-time

Growth Opportunities:

• As an employee-owned company, Marshall+Sterling offers opportunities for professional growth and advancement
• The company's collaborative and engaged culture fosters a team-oriented environment where everyone has a stake in the company's growth and success
• The Employee Stock Ownership Program (ESOP) offers long-term rewards and no out-of-pocket costs

ASSUMPTION: The Marketing Operations Manager role offers opportunities for career growth and development within the company. The employee-owned structure and ESOP program provide unique benefits and incentives for employees.

🌍 Location & Work Environment

Office Type: Corporate office

Office Location(s): 110 Main Street, Poughkeepsie, NY 12601

Geographic Context:

• Poughkeepsie is located in the Hudson Valley region of New York State
• The city offers a mix of urban and suburban living, with easy access to outdoor recreation and cultural attractions
• The cost of living in Poughkeepsie is generally lower than in nearby New York City

Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM (with a one-hour lunch break)

ASSUMPTION: The Marketing Operations Manager will work in a corporate office environment, with a standard workweek and flexible hours to accommodate team meetings and project deadlines.

💼 Interview & Application Insights

Typical Process:

• Online application and resume submission
• Phone or video screen with the hiring manager
• In-person or virtual interview with the marketing team
• Final interview with the marketing director or a senior leader

Key Assessment Areas:

• Marketing campaign management experience
• Data analysis and reporting skills
• Project management capabilities
• Industry knowledge and regulatory compliance

Application Tips:

• Highlight relevant marketing campaign management experience and achievements
• Tailor your resume to emphasize skills and experience related to the required qualifications
• Prepare for behavioral interview questions that focus on problem-solving, teamwork, and adaptability

ATS Keywords: Marketing Operations, Campaign Management, Marketing Technology, Data Analysis, Insurance, Financial Services

ASSUMPTION: The application process for the Marketing Operations Manager role will focus on assessing the candidate's marketing campaign management experience, data analysis skills, and industry knowledge. Applicants should tailor their resumes and prepare for behavioral interview questions to showcase their qualifications and fit for the role.

🛠️ Tools & Technologies

• Salesforce (marketing automation)
• WordPress (content management)
• Emma (email marketing)
• Google Analytics (data visualization)
• Asana and Mojo (project management)

ASSUMPTION: The Marketing Operations Manager will be proficient in using various marketing tools and platforms to streamline workflows, elevate campaign performance, and track campaign results.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Impact
• People-first

Work Style:

• Collaborative
• Innovative
• Data-driven

Self-Assessment Questions:

• How do you approach working with cross-functional teams to align marketing strategies with business goals and client needs?
• Can you describe a time when you used data analysis to inform a marketing campaign strategy and improve results?
• How do you stay up-to-date with trends, compliance standards, and regulatory considerations in the insurance and financial services sectors?

ASSUMPTION: Marshall+Sterling values a collaborative, innovative, and data-driven work style. Candidates should assess their fit with the company's values and be prepared to discuss their approach to teamwork, data analysis, and industry knowledge during the interview process.

⚠️ Potential Challenges

• Managing multiple marketing campaigns simultaneously, requiring strong project management skills and attention to detail
• Keeping up with industry trends, compliance standards, and regulatory considerations in the insurance and financial services sectors
• Collaborating effectively with cross-functional teams, including sales, service teams, and external vendors
• Working in a fast-paced environment with tight deadlines and changing priorities

ASSUMPTION: The Marketing Operations Manager role presents unique challenges that require strong project management skills, industry knowledge, and the ability to work effectively in a collaborative environment.

📈 Similar Roles Comparison

• Compared to other marketing operations roles, this position places a greater emphasis on campaign management and data analysis
• In the insurance and financial services industry, this role requires a strong understanding of regulatory compliance and industry trends
• Career progression in this role may lead to opportunities in marketing management, data analysis, or related fields

ASSUMPTION: The Marketing Operations Manager role at Marshall+Sterling offers unique opportunities and challenges compared to similar roles in the industry. Candidates should consider their fit with the company's values, work style, and the specific requirements of the role.

📝 Sample Projects

• Developing and executing a multi-channel marketing campaign to generate leads and increase brand awareness for a new product launch
• Analyzing campaign performance data to identify trends and optimize marketing strategies for improved results
• Collaborating with cross-functional teams to align marketing strategies with business goals and client needs for a major marketing initiative

ASSUMPTION: The Marketing Operations Manager will be involved in various projects that require strong campaign management, data analysis, and collaborative skills. These projects will contribute to the company's overall marketing strategy and support business objectives.

❓ Key Questions to Ask During Interview

• Can you describe the marketing team's structure and how this role fits within the organization?
• How does Marshall+Sterling support the professional growth and development of its employees?
• What are the most significant challenges facing the marketing department currently, and how can this role contribute to addressing them?
• How does Marshall+Sterling approach innovation and staying ahead of industry trends in marketing and communications?
• What are the key performance indicators (KPIs) used to measure the success of marketing campaigns, and how are they tracked and reported?

ASSUMPTION: During the interview process, candidates should ask thoughtful questions to demonstrate their interest in the role and gain a better understanding of the company's culture, priorities, and expectations.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight relevant marketing campaign management experience and achievements
• Prepare a cover letter that explains your interest in the role and how your skills and experience make you a strong fit for the position
• If applicable, prepare examples of your work or portfolio pieces that demonstrate your skills and qualifications
• Follow up with the hiring manager one week after submitting your application to inquire about the status of your application

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.